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Retirement Road Test

The Road to Retirement requires navigation.
Saving for retirement is not easy. You'll be confronted with many questions ... and you'll need to answer them or it could wind up costing you.

  • How much do I need to save each year?
  • What will my expenses be in retirement?
  • How much should I put in my 401(k) plan?
  • Should I buy an IRA?
  • When can I afford to retire?
  • How should I invest my retirement savings?

Then comes the toughest question of all. How do I convert my retirement savings into a retirement income once I decide to retire?

Find out now if you're on track. Take the Retirement Road Test.
Take the Retirement Road Test now to determine if you're on track or need to change your course. As a Credit Union member, you can receive a complimentary retirement analysis. The output is straightforward and will rate your current progress with a red, yellow, or green light. All you have to do is complete 10 easy questions. You'll receive a customized report and can contact the MEMBERS Financial Services representative for more information and a detailed analysis of your retirement plan.

Red, yellow, or green light?
It's easy to find out where your retirement is headed. Click the button below to access the Retirement Road Test questionnaire. Completing the 10 questions is quick and easy, and with a click of a button you can take your retirement plan out for a test drive.

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